Did Surge Abandon You? [Episode 204]
The Perfect RIA
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The Importance of Personalized Investment Models
I hand select investment models for each one of my clients individually. Maybe a client has a tax situation that's different or Or Something else that doesn't come to mind. So there's those things that will come up But I'm not creating a completely different investment model for each one, he says. That is 100% plain office.
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